1. Define Your Investment Goals & Objectives
  2. Define Your Investment Strategy for Your Portfolio
  3. Building Your Own Portfolio to Match Your Goals
  4. Monitoring and Rebalancing Your Portfolio
  5. The Bottom Line
  6. 401(k)s
  7. Exchange Traded Funds (ETFs)
  8. IRAs and Roth IRAs
  9. Mutual Funds
  10. 529 Plans
  11. Stocks
  12. Life Insurance
  13. Bonds
  14. Annuities
  15. Health Savings Accounts (HSAs)

Most of the retirement and tax-advantaged accounts we just discussed allow you to choose the investments that will be held within the account. In this section, we’ll take a look at some common types of investments, plus tips for picking the assets you’ll need to reach your investment goals.


Monitoring and Rebalancing Your Portfolio
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